Karbon's Extension Statuses provide a dedicated way to track the progress and lifecycle of tax extensions within your Work Items. This allows for clear visibility and automated actions based on the extension's current state.
What are Extension Statuses?
Extension Statuses are a specific set of statuses designed to manage the workflow of tax extensions. They help you categorize and monitor the current state of an extension for a particular Work Item.
The available Extension Statuses are:
None: No extension is currently associated with this Work Item.
Required: An extension is needed for this Work Item.
Filed: The extension for this Work Item has been filed.
Rejected: The filed extension for this Work Item has been rejected.
Where to Find and Change Extension Statuses
You can view and manually change Extension Statuses on individual Work Items, or set up automators to update them automatically.
Viewing Extension Statuses in the Work List
Click on Work in the side navigation bar.
Choose the list view.
The Extension column tells you which Work Items have which Extension Statuses.
Use filters to narrow down Work by Extension status.
Click on Save as New, name the view, and Save to easily bring it up again.
Manually Changing Extension Status on a Work Item
While setting up automators to change Extension status based on conditions ensures consistency, you also have the flexibility to manually change Extension status on Work Items as required.
Click on Work in the side navigation bar, then select the desired Work Item.
In the Work Item header, click on the Due Date.
A pop-up will appear where you can select the desired Extension status. OR
In the Work Item, navigate to Details.
Locate the Key Dates section and click Edit.
You can then adjust the Extension status from the available options.